See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,562 | $97,757-90.2% | $83,848-88.6% | $135,375-92.9% |
| Participation rate | 20.0% | 80.0%-60.0pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -46.60% | 1287.37%-1334.0pp | 850.88%-897.5pp | 519.73%-566.3pp |
| Employer contribution / active EE | $938 | $4,222-77.8% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $3,796 | $4,682-18.9% | $4,082-7.0% | $5,609-32.3% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |